Kestra Advisory Services, LLC - VANGUARD INDEX FDS ownership

VANGUARD INDEX FDS's ticker is VBK and the CUSIP is 922908595. A total of 819 filers reported holding VANGUARD INDEX FDS in Q1 2023. The put-call ratio across all filers is 0.61 and the average weighting 0.5%.

Quarter-by-quarter ownership
Kestra Advisory Services, LLC ownership history of VANGUARD INDEX FDS
ValueSharesWeighting
Q3 2023$5,091,059
-6.2%
23,770
+0.6%
0.05%
-7.4%
Q2 2023$5,428,986
+21.1%
23,631
+14.1%
0.05%
+10.2%
Q1 2023$4,482,073
-27.1%
20,711
-32.4%
0.05%
-10.9%
Q4 2022$6,146,952
-99.9%
30,652
-36.1%
0.06%
+10.0%
Q3 2022$4,687,683,000
+52826.3%
48,002
+6.8%
0.05%
-45.1%
Q2 2022$8,857,000
+17.7%
44,953
+48.2%
0.09%
+16.7%
Q1 2022$7,525,000
-1.6%
30,327
+11.8%
0.08%
+1.3%
Q4 2021$7,647,000
-13.9%
27,136
-14.4%
0.08%
-13.5%
Q3 2021$8,881,000
+13.1%
31,700
+16.9%
0.09%0.0%
Q2 2021$7,855,000
+1.5%
27,107
-3.8%
0.09%
-9.2%
Q1 2021$7,737,000
-39.3%
28,172
-40.7%
0.10%
-33.8%
Q4 2020$12,736,000
-99.8%
47,535
+61.1%
0.15%
+23.3%
Q3 2020$6,418,000,00029,5030.12%
Other shareholders
VANGUARD INDEX FDS shareholders Q1 2023
NameSharesValueWeighting ↓
Jentner Corp 85,208$22,807,00022.41%
Radnor Financial Advisors, LLC 141,213$37,797,00017.56%
BALASA DINVERNO & FOLTZ LLC 503,793$134,845,00011.19%
Summit Financial Strategies, Inc. 114,096$30,539,00010.49%
BHK Investment Advisors, LLC 73,207$19,595,0009.14%
CHOREO, LLC 409,770$109,679,0007.77%
Mosaic Family Wealth, LLC 76,405$20,450,0006.83%
AFFINITY WEALTH MANAGEMENT LLC 112,643$32,175,0006.79%
Bishop & Co Investment Management, LLC 45,510$12,181,0006.73%
RFG HOLDINGS, INC. 38,149$10,211,0006.67%
View complete list of VANGUARD INDEX FDS shareholders